Module 1: Evergreen Foundation for Chiropractors

🏗️ Module 1: Evergreen Foundation for Chiropractors

Master the core Evergreen platform with a chiropractic practice lens

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Session 1.1: Chiropractic Practice Operations Overview

⏱️ Duration: 2 hours

Understanding traditional chiropractic workflows and identifying optimization opportunities

🎯 Learning Objectives

  • Understand typical chiropractic practice workflows
  • Identify pain points in traditional practice management
  • Map patient journey from first contact to long-term care
  • Recognize opportunities for Evergreen integration

Traditional Chiropractic Practice Challenges

Canadian chiropractic practices face unique operational challenges that impact both patient care and business growth. Understanding these challenges is crucial for positioning Evergreen as a comprehensive solution.

💡 Key Insight

The average Canadian chiropractic practice loses 15-20 hours per week to administrative tasks that could be automated through Evergreen.

Common Pain Points:

Manual Appointment Scheduling: Phone-based booking leading to double bookings, no-shows, and inefficient time slots
Paper-Based Records: Physical intake forms, treatment notes, and patient files that are hard to search and share
Inconsistent Follow-up: Patients falling through cracks between treatment phases, missed reactivation opportunities
Limited Marketing Tracking: No visibility into which marketing efforts bring the best patients
Insurance Processing Delays: Manual verification of extended health benefits and provincial coverage

Patient Lifecycle in Chiropractic Care

Understanding the complete patient journey helps identify where Evergreen can add the most value. Each stage presents automation and optimization opportunities.

🎯 Interactive Exercise: Map the Patient Journey

Click through each stage to understand the typical patient experience and identify Evergreen opportunities:

Initial Contact & Consultation: Patient calls with pain/injury, books appointment, completes intake forms
Evergreen Opportunity: Automated booking, digital intake forms, pain-level triage
Examination & Diagnosis: Physical exam, X-rays if needed, diagnosis, treatment plan development
Evergreen Opportunity: Digital treatment plan presentation, patient education sequences
Active Treatment Phase: Regular adjustments, progress monitoring, home exercise programs
Evergreen Opportunity: Automated appointment reminders, exercise video delivery, progress tracking
Maintenance/Wellness Transition: Moving from treatment to prevention, scheduling regular check-ups
Evergreen Opportunity: Automated wellness programs, membership offerings, referral requests
Reactivation of Dormant Patients: Bringing back patients who haven't visited in 6+ months
Evergreen Opportunity: Automated reactivation campaigns, seasonal health reminders

📝 Knowledge Check

What is the most common administrative challenge facing Canadian chiropractic practices?

At which stage of the patient lifecycle is there the biggest opportunity for automated follow-up?

📚 Additional Resources

Deepen your understanding with these supplementary materials:

📊 Canadian Chiropractic Practice Statistics 🏥 Provincial College Regulations Guide 📋 Practice Workflow Assessment Template 💼 ROI Calculator for Practice Automation

Session 1.2: Evergreen Platform Navigation

⏱️ Duration: 2 hours

Master Evergreen dashboard navigation and basic chiropractic practice configuration

🎯 Learning Objectives

  • Navigate Evergreen dashboard efficiently
  • Set up contact management for patient records
  • Configure appointment types for chiropractic services
  • Create staff user accounts with appropriate permissions

Evergreen Dashboard Overview

The Evergreen dashboard is your command center for managing all aspects of a chiropractic practice. Understanding the layout and navigation will help you guide clients through setup efficiently.

🎯 Hands-On Activity: Dashboard Navigation

Complete each step to familiarize yourself with Evergreen's interface:

Dashboard Overview: Locate the main navigation menu, contacts section, and settings area
I've identified all main navigation areas
Contacts Management: Access the contacts database and understand the view options
I can navigate to and view the contacts section
Calendar System: Find the appointment calendar and understand booking options
I've located the calendar and appointment booking features
Settings Configuration: Navigate to account settings and customization options
I can access and understand the settings menu

Contact Management for Patient Records

Setting up contact fields properly is crucial for Canadian chiropractic practices. This includes patient information, health history, and compliance requirements.

🇨🇦 Canadian Specific Fields

Ensure you include provincial health card numbers, extended health benefit information, and PIPEDA consent tracking.

Essential Contact Fields Setup:

Basic Information: Name, phone, email, address, date of birth
Health Information: Chief complaint, pain level (1-10), medical history
Insurance Details: Provincial health card, extended benefits provider, coverage limits
Referral Tracking: How they found the practice, referring doctor, referral source
Communication Preferences: SMS consent, email preferences, appointment reminders

Session 1.3: Canadian Privacy Compliance

⏱️ Duration: 2 hours

Understanding PIPEDA requirements and configuring Evergreen for Canadian privacy compliance

🎯 Learning Objectives

  • Understand PIPEDA requirements for chiropractic practices
  • Configure Evergreen security settings appropriately
  • Create compliant communication templates
  • Set up audit trails and data protection measures

PIPEDA Compliance Essentials

The Personal Information Protection and Electronic Documents Act (PIPEDA) governs how Canadian businesses collect, use, and disclose personal information. Chiropractic practices must be especially careful with health information.

⚖️ Legal Requirement

All patient communications and data storage must comply with PIPEDA. Provincial privacy laws may have additional requirements in some regions.

🎯 Compliance Checklist Creation

Build your compliance checklist for onboarding chiropractic clients:

Consent Management: Set up systems to track patient consent for digital communications
Consent forms for SMS and email communications
Opt-out mechanisms clearly available
Data Security: Configure appropriate access controls and encryption
Staff access permissions based on roles
Secure data backup and encryption protocols
Audit Trails: Enable tracking of all patient data access and changes
Activity logging for all staff members
Patient data access reports available
Provincial Considerations: Address specific provincial privacy requirements
Research provincial college regulations
Understand data residency requirements

Session 1.4: Patient Intake and Forms

⏱️ Duration: 2 hours

Design comprehensive patient intake forms with smart automation features

🎯 Learning Objectives

  • Design comprehensive patient intake forms
  • Create conditional form logic for different conditions
  • Set up automated form delivery and follow-up
  • Optimize forms for mobile completion

Smart Intake Form Design

Well-designed intake forms not only collect essential patient information but can also triage urgency levels and customize the patient experience based on their specific condition.

🎯 Build Your First Intake Form

Create a complete new patient intake form with branching logic:

Basic Patient Information: Essential contact and demographic details
Name, contact information, emergency contact
Provincial health card and extended benefits info
Pain Assessment Section: Detailed pain evaluation with conditional logic
Pain location selector (visual body diagram)
Pain scale (1-10) with urgent appointment trigger for 8+
Pain duration and onset questions
Medical History & Lifestyle: Comprehensive health background
Current medications and medical conditions
Previous chiropractic or physiotherapy treatment
Occupation, exercise habits, sleep patterns
Conditional Logic Setup: Smart form behavior based on responses
Work-related injury → WSIB/WCB information collection
Motor vehicle accident → Insurance claim details
High pain level → Immediate appointment booking prompt
Consent and Communication: Legal compliance and preferences
PIPEDA consent for digital communications
Communication preferences (SMS, email, phone)
Appointment reminder preferences

📝 Final Module Assessment

What pain level should trigger automatic urgent appointment suggestions in your intake form?

Which Canadian privacy law governs patient data collection in Evergreen?

What information should be collected if a patient indicates their injury is work-related?

🎓 Module 1 Completion Resources

Take these resources to support your coaching:

📋 Intake Form Template Library 🔒 PIPEDA Compliance Checklist ⚙️ Evergreen Setup Guide for Chiro Practices 📞 Client Consultation Script Templates